Tasks
To organize project work process, connect employees and set the deadlines you need to set tasks correctly and close them consistently.
We simplify work through Task Templates in Bitrix24.
it works for:
essential PROJECTS tools
Data storage
The project collects a lot of documentation, files and other data that requires reliable and regulated storage in one place.
All file data is stored on Bitrix24.Disk with reference to the Project
Payment Configuring
Payment for project can be made in installments, "pay-as-you-go" or "prepayment". How to control and automate the sales process?
Bitrix24.CRM with Deal directions, robots and personal stages will simplify the sales process.
as well as:
Chats
The project is a team work therefore it is important to establish interaction and communication between employees in the Project chat.
Binding the chat to the Project and
limited number of participants.
Calendar
Visual display of events in the calendar and regular reminders will help you not to miss a deadline and submit tasks on time.
Individual and team planning
with time reservations.
implementation example
CASE BITRIX24
Client's story
Client:
Foreign personnel recruiting Agency. The company helps people with employment and paperwork for those coming to get a job from abroad.
What went wrong:
1. For each case, you need a separate package of documents (photos, certificates, statements, contracts, etc.). All of them were stored publicly on the cloud platform without much navigation. It is difficult to search all documents for a each person, the security of access is not safe.
2. The process of collecting documents is too complicated, it involves several responsible persons, but at the same time it is quite of the same type. Without automation some important stages and actions are "forgotten" which is discovered later and requires additional effort to correct errors.
Tasks:
1. Automate and simplify the process of collecting and processing documents for the legal work of a foreign employee.
2. Create a database of people employed through the agency in order to quickly select personnel, taking into account seasonality, project work, or even entire professional teams.
One employee - One Project
Solution: a Project for each client-applicant is created so all information about the employee is conveniently collected in one place in Bitrix24.
All documents are stored on the Project disk: photo of the employee, scans of ID, passport, contract, and so on. It is convenient for manager to search for the necessary files, they will not get lost anywhere. Access to each Project is limited. The documents themselves can be edited directly in Bitrix24.
Tasks in the Project
Within the Project, you can create tasks and determine their deadlines. To automate the work of managers we have created complex Task Templates. Now the manager selects needed Template and the Task will be added to the Project sequentially, indicating the deadlines, responsible persons, subtasks and special tags. In this case 3 complex Templates were created each of them contains more than 10 subtasks.
task
levels
Example of tasks
with subtasks
For each employee
a Project was created, where the manager collects and attaches necessary documents to Disk, performs assigned tasks depending on the scenario.
Legal control
DOCUMENTS VERIFICATION
After all the documents have been prepared they are checked by a lawyer. He accesses the Project as an Extranet user, he does not need to register. Lawyer approves the package of documents and submits them further for stamping and signatures. At the same time as an extranet user who can use the calendar he sets the date of delivery and the estimated date of receiving of documents back.
DOCUMENT PERIOD CONTROL
Because documents of this type are usually temporary and issued for a certain period the lawyer also marks the date when it will be necessary to renew the document or make a new one. One month before this deadline, the manager receives a reminder and contacts the employee to re-register the opportunity to work abroad.
If you have several payment options (for example, prepayment, post-paid, installment plan), it is convenient to use different directions of Deals.
Each direction has its own stages of payment, its own document templates, and all customers are segmented by the criteria of making payments.
as a result
Documents
are organized
The sales process
is logically built
Documents Collecting
is automated
Employee work is tracked in Bitrix24
OUR CASES AND SOLUTIONS
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Our experience in Bitrix24 and knowledge of its tools will allow us to set up a business process of any complexity. Apply for the automation of your business!
Contact Info
NOCLOUD SOLUTIONS INC.
.